retirement

Exploring the Mini-Retirement: How to Make Time for Life Before You Retire

Retirement Planning | Nov 20, 2024

Here’s a thought-provoking idea: Have you ever considered taking a “mini-retirement”? It may sound unconventional, but it’s worth exploring. According to a recent Wall Street Journal report, the typical retirement…

The Top Challenge in Retirement Revealed by Harvard’s 85-Year Study

Retirement Planning | Sep 30, 2024

When you think about retirement, you might envision endless relaxation, travel, and freedom from work-related stress. While these aspects of retirement are indeed appealing, a long-running study by Harvard Medical…

Tax Time for Retirees: Tips to Make the Process a Breeze

Wealth Planning | Mar 28, 2024

Tax season can be a stressful time for many, but for retirees it can be even more overwhelming. With a variety of income sources and potential deductions, it’s important to…

The Hidden Risk of Retirement: How the Sequence of Returns Could Impact Your Income

Wealth Planning | Sep 18, 2023

As investors, we often focus on the average return of an investment. We look at historical performance, analyze risk, and create a diversified portfolio that we believe will generate the…